Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund005930.KS Samsung Electronics Co Ltd Consumer ElectronicsSemiconductors Bull New York Stock ExchangeAI infrastructure, DRAM, hyperscaler, memory semiconductors, Nand, Pricing power, Semiconductor Cycle, South Korea
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund3037.TW Unimicron Technology Corp Electronic ComponentsElectronic Components Bull New York Stock ExchangeAdvanced Manufacturing, AI infrastructure, Electronic Components, high-performance computing, PCB, Semiconductor Packaging, Taiwan Technology
Apr 29, 2026Fund LettersMinot Light Capital PartnersICCC ImmuCell BiotechnologyPharmaceuticals Bull NASDAQAnimal Health, capacity expansion, Corporate Governance, Management Change, market share gains, Micro-cap, turnaround, Veterinary Products
Apr 29, 2026Fund LettersMinot Light Capital PartnersBOBS Bob's Discount Furniture Specialty RetailSpecialty Retail Bull NASDAQConsumer Discretionary, contrarian, furniture retailer, housing market, IPO, market share gains, strong balance sheet, Unit growth
Apr 29, 2026Fund LettersAmerican Century International Growth FundBNP.PA BNP Paribas SA Banks - RegionalDiversified Banks Bull Euronext Stock Exchangebanking, Capital Base, European banks, france, Interest rates, net interest income, profitability, valuation
Apr 29, 2026Fund LettersAmerican Century International Growth FundENI.MI Eni SpA Oil & Gas IntegratedIntegrated Oil & Gas Bull Borsa IstanbulCapital-light, Downstream Integration, energy, European Gas, Free Cash Flow, geopolitical, Oil & Gas, Upstream
Apr 29, 2026Fund LettersAmerican Century International Growth FundADYEN.AS Adyen NV Software - InfrastructureData Processing & Outsourced Services Bear Euronext Stock ExchangeAsia-Pacific, Cross-Border, earnings, financial services, Netherlands, Payments, Revenue Growth, technology platform
Apr 29, 2026Fund LettersMairs & Power - Growth FundWM Waste Management Waste ManagementCommercial Services & Supplies Bull New York Stock ExchangeArtificial Intelligence, Automation, defensive, Equity, Industrials, industry consolidation, infrastructure, Recycling, Route Density, waste management
Apr 29, 2026Fund LettersMairs & Power - Growth FundAMP Ameriprise Financial Group Asset ManagementCapital Markets Bull New York Stock Exchangeasset management, Demographics, Equity, Financial Advisors, financial planning, financials, Insurance, Retirement Planning, wealth management
Apr 29, 2026Fund LettersMairs & Power - Growth FundSFM Sprouts Farmers Market Grocery StoresFood & Staples Retailing Bull NASDAQconsumer staples, Equity, Health-Conscious Consumers, Natural Foods, Organic Foods, Private-label, Specialty Grocer, Supply Chain Integration
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundSFM Sprouts Farmers Market, Inc. Grocery StoresFood & Staples Retailing Bull NASDAQHealth-Conscious Consumers, Natural Foods, Organic Foods, Specialty Grocery, store expansion
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundHWKN Hawkins, Inc. Specialty ChemicalsChemicals Bull NASDAQbuy-and-build strategy, chemical distribution, margin expansion, specialty chemicals, water treatment
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundAPG APi Group Corp. Engineering & ConstructionCommercial Services & Supplies Bull New York Stock ExchangeFire Safety, Life Safety, recurring revenue, regulatory compliance, Service Business
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundAMBA Ambarella, Inc. Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQautomotive technology, Computer Vision, Internet of Things, robotics, semiconductors
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundCGNX Cognex Corp. Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQArtificial Intelligence, Factory Automation, Industrial automation, Logistics Infrastructure, Machine vision
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundPLXS Plexus Corp. Electronic ComponentsElectronic Manufacturing Services Bull NASDAQElectronic Manufacturing, Manufacturing Services, Outsourced Engineering, Regulated Industries, supply chain
Apr 29, 2026Fund LettersMairs & Power - Small Cap FundENTG Entegris, Inc. Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQadvanced materials, Capital equipment, Contamination Control, semiconductors, technology infrastructure
Apr 29, 2026Fund LettersCambiar SMID FundPHR Phreesia Health Information ServicesHealth Care Technology Bull New York Stock Exchangedigital health, EBITDA, healthcare software, Hospital Networks, patient engagement, Pricing power, SaaS
Apr 29, 2026Fund LettersCambiar SMID FundSOLV Solventum Medical Instruments & SuppliesHealth Care Equipment & Supplies Bull New York Stock Exchange3M, Dental, Free Cash Flow, Health IT, Healthcare Technology, medical equipment, spinoff
Apr 29, 2026Fund LettersCambiar SMID FundON ON Semiconductor SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQCyclical, datacenter, Power management, semiconductors, technology, turnaround, Value

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